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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,004 |
BENEFIT SOLUTIONS INC1 year Service code 13 · EIN 51-0439960 1400 SIXTH AVENUE · HUNTINGTON, WV 25701 | Contract Administrator | $14,066 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,812 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $3,923 |
Filed as: MORGAN STANLEY Service code 55 · EIN 55-4455666 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10011 | Other Commissions | $0 |
14 funds of $250K or more; 35 lines in all, holding $20.7M of the plan's $21.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2040 Capital Group · Collective trust | $2.7M | 13.2% |
| Great Gray Trust American Funds 2035 Capital Group · Collective trust | $2.5M | 12.2% |
| Great Gray Trust American Funds 2045 Capital Group · Collective trust | $2.2M | 10.7% |
| Great Gray Trust American Funds 2025 Capital Group · Collective trust | $1.8M | 8.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 7.3% |
| Great Gray Trust American Funds 2020 Capital Group · Collective trust | $1.3M | 6.2% |
| Great Gray Trust American Funds 2015 Capital Group · Collective trust | $1.3M | 6.0% |
| Great Gray Trust American Funds 2030 Capital Group · Collective trust | $1.1M | 5.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 5.3% |
| Great Gray Trust American Funds 2060 Capital Group · Collective trust | $855K | 4.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.